2018 End-of-the-Year Money Moves .

Here are some things you might want to do before saying goodbye to 2018.  What has changed for you in 2018? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want to review your finances before this … Read More

Debunking a Few Popular Retirement Myths

It seems high time to dispel some of these misconceptions. Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few. 1) “When I’m retired, I won’t really have to invest anymore.” Society still sees retirement as an end instead of a beginning – a finish … Read More

Sailing with the Tides: Planning Your Investment Journey

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there will be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. A mistake many inexperienced sailors make is not having a plan at all. They embark without a clear sense … Read More